How to Create and Manage Purchase Order Types

Customizing your purchase order types in CommerceJet helps keep your procurement processes organized and tailored to your business. Follow this guide to create, edit, and manage purchase order types.

Step 1: Navigate to Settings

From the CommerceJet Dashboard, click on Settings in the side menu to access your settings options.

Step 2: Access Purchase Order Types

In the Settings section, select Purchase Order Types. You will see a list of the default purchase order types available in CommerceJet.

Step 3: Add a New Purchase Order Type

To create a new purchase order type, click the Add New button. A form will appear where you can enter the Name of the new purchase order type.

Step 4: Customize the Purchase Order Type Name

Enter a clear and descriptive name for the new purchase order type to make it easily identifiable in your workflow. Once complete, click Submit. The new purchase order type will now be available for use in your purchase order management process.

Step 5: Manage Existing Purchase Order Types

If you need to update an existing purchase order type, select the type and edit its name or purpose. You can also delete purchase order types that are no longer relevant to your workflow.

Pro Tip: Use descriptive and specific names for each purchase order type to make it easier for your team to distinguish between different PO workflows.

Success!

You’ve successfully created and managed purchase order types in CommerceJet. Your new purchase order type is now available and ready for use in your business processes.

Need Help? For more tutorials or assistance, visit our Help Center at CommerceJet.